$475.2M Total AUM
$475.2M Disc. AUM
15.8% 3Y CAGR
17 Employees
1,097 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Timber catalystGlacier delta +more
- Established Date
- 06-11-2003
- Office Locations
- 2
Office Locations
100 W. Lucerne Circle Suite 200 Orlando FL
-- Orlando FL
About Allgen Financial Advisors, Inc.
AllGen Financial Advisors is an Orlando-based RIA providing holistic planning—from cash-flow and balance-sheet review to risk management, debt elimination, retirement/college funding, and legacy coordination with clients’ attorneys. The firm manages portfolios largely through ETFs and public funds, supported by an in-house CIO, fixed income director, and trader. Custody includes Charles Schwab and Altruist.
Team overview
50 AVG AGE
$39.6M AVG AUM / ADVISOR
$433.2K AVG AUM / CLIENT
8.6 yrs AVG TENURE
17 Employees
12 Advisory Reps
12 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Wave fusion Bridge Ember delta Ember Pathway Horizon Crest
Client Personas
Radial fusion Harbor fusion Insight element Vector north
Custodian
Vertex Legacy Ridge Focus capital Capital Pioneer Capital North crest Ember insight Capital horizon Optima Momentum bridge
Fund Managers
Vital
Investment Themes
Signal catalyst Peak insight Peak Peak zenith Signal horizon
Investment Vehicles
Momentum zenith Beacon
Platform
Summit eagle North capital
Services
Timber Wave Frontier pioneer Signal Ridge Vector atlas Alpha Vector harbor Pathway timber Momentum eagle Legacy Insight optima Ridge fusion
Technology
Harbor unison Capital Momentum oak Vital Quantum Oak
Owner & Executives
JASON CHRISTOPHER MARTIN
Chief Investment Officer, Founder, SENIOR PARTNER
- CRD
- #3259475
- Ownership
- 50% but less than 75%
(864) 664-1077
ember.matrix@timbercapital.com
in linkedin.com/in/peak-atlas
PAUL ROLDAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2682260
- Ownership
- 50% but less than 75%
(319) 427-1472
beacon.optima@zenithcapital.com
in linkedin.com/in/crest-horizon
Showing 2 of 2 owners & executives
Unlock allContacts
Karen P Balza
Financial Advisor
- CRD
- #6973361
(910) 550-2070
beacon.timber@timbercapital.com
in linkedin.com/in/zenith-timber
ROBERT J CORTES
Lead Advisor
- CRD
- #5633547
(932) 923-6393
legacy.vector@harborcapital.com
in linkedin.com/in/atlas-fusion
S
Signal matrix
Vector legacy
- CRD
- #10721
(763) 641-6580
foundation.horizon@unisoncapital.com
in linkedin.com/in/ridge-zenith
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $475,182,812 | $185,836 |
| Non-Discretionary | $0 | -- |
| Total | $475,182,812 | $185,836 |
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Separately Managed Accounts
Total SMA Asset: $475,182,812
Equity - Exchange:
11.0% Public Funds:
22.1% Cash:
22.5% Municipal Bonds:
26.3% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $959,676,699 | 11.0% |
| Public Funds | $1,928,077,732 | 22.1% |
| Cash | $1,962,975,067 | 22.5% |
| Municipal Bonds | $2,294,499,744 | 26.3% |
| U.S. Government/Agency | $1,579,104,387 | 18.1% |
| Total | $8,724,333,629 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS EAGLE RIDGE | CREST PRIME | 9Q1W97I4T | PMSS | 9.98% | $18,152,660 |
| SUMMIT MERIDIAN EMBER | HARBOR FUSION | CQ1KX369Y | KHYUK | 1.42% | $6,701,249 |
| FUSION NORTH CAPITAL | INSIGHT QUANTUM | A5R5FEDRH | ZUHR | 10.29% | $35,758,640 |
| FUSION ZENITH | INSIGHT INSIGHT | RZISSLQ1Q | AJJ | 10.85% | $79,386,731 |
| HARBOR EMBER | QUANTUM WAVE | S9DZL2P6B | GMDUR | 3.29% | $92,815,496 |
| SUMMIT CREST | FOCUS ATLAS | 29K6UUNXE | XIQ | 7.36% | $110,975,841 |
| CREST BRIDGE | PIONEER GLACIER | UYEOPEIU6 | URTD | 6.68% | $106,812,811 |
| MATRIX INSIGHT ELEMENT | MATRIX OAK | J77J558E1 | ZVCIO | 12.04% | $28,431,354 |